Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Manage binders from FileRoom

Send binders back to SurePrep processing

You can send a binder back to SP Processing to correct certain information. For example, you might do this if the tax file doesn't match the binder.
note
When you send back a binder for any reason, all completed work is deleted. This includes data imported by OCR, data added or corrected during verification, and work done in SPbinder.
Follow these steps to send your binder back.
  1. Go to the 
    OPTIONS
     column, then select the 
    Picklist
     Picklist icon icon for the binder.
    Select the Picklist icon
  2. Select
    Send Back to SP Processing
     from the dropdown.
    note
    You can send back a binder only with the permission to do so. You can set this permission at
    Admin
    User Group Management
    Permissions
    SPbinder
    Send Back Binder
    .
    Select "Send Back to SP Processing"
  3. In the
    Send Back
     window, select
    Yes
    .
    Select Yes
  4. Enter the reason for sending the binder back in the
    Send Back Reason
     field, then select
    Save
     to send the binder back.
    Select Save
    Alternatively, select
    Cancel
     if you don't want to send back this binder.
  5. Once you've sent back the binder, its status will be "SP Processing." The owner of the binder will receive an email notification.
    A
    Caution
     icon displays in FileRoom for the binder that was sent back.
    Caution icon
    You can hover over the
    Caution
     icon to see the reason it was sent back.
    Select the Caution icon
    To correct the information, open the binder. The
    Create New Binder
     window will open. Correct the details then resubmit the binder.

Requirements

Services
  • Classic
  • Simplified
Leadsheets
Status
  • In Verification
     or has blank/custom status.

This article applies to:

  • PRODUCT: SurePrep

Related Content

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close